Client Portfolio Analyst


We're looking for a candidate to fill this position in an exciting company.Description:Ensure proper take-on of new clients, collecting FICA and liaising with client service teamConducts suitability assessment of clients and analysis of client affairs (fact find)Prepare new client reviews and proposalsPrepare and oversee client implementation plansMaintain and update client lists, provide tax statements when requested and calculate expected CGTPrepare cash flow forecasts using expected investment returns and cash needsOngoing monitoring of client portfolios preparing trade recommendations and rebalancing ofportfolios when necessaryAttend client meetings, prepare meeting packs, notes and minutesPrepare feedback to general client queries and ad hoc investment analysis requestsCheck monthly and quarterly reports and liaise with reporting teamon requirementsReconcile and audit client reportsPrepare quarterly commentary on client portfoliosAssist with any ad hoc requests and general administration involved in maintaining client portfolios and filesTake responsibility to ensure all trades are executed accurately and timeouslyInvestigate trading queriesEnsure that client files are properly set-up and maintainedEnsure clients adhere to approved fund manager list, asset allocation targets & limitsMaintain record of client adviceQualifications:Business, Economics or Investment related degree, preferably with HonorsInvestment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous2-3 years of relevant experience in the finance / investment industryStrong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investmentsMS Office (Excel, Power Point, Word, Outlook)Excellent written and verbal communication skillsA track record of overall integrityStrong attention to detail andGood relationship management skills
Posted
05/05/2022
Location
Johannesburg, GT, ZA